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Avior Wealth Management’s Dolby DLB Stock Holding History

Avior Wealth Management’s Portfolio DLB Stock Details DLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-3
Closed -$234 – 1151
2024
Q4 		$234 Buy
+3
New +$229 ﹤0.01% 2348
2024
Q2 		– Sell
-1,199
Closed -$100K – 2654
2024
Q1 		$100K Buy
+1,199
New +$99.1K ﹤0.01% 963
2022
Q1 		– Sell
-2
Closed – – 1131
2021
Q4 		$0 Hold
2
– – ﹤0.01% 1118
2021
Q3 		$0 Hold
2
– – ﹤0.01% 1079
2021
Q2 		$0 Buy
+2
New +$198 ﹤0.01% 1054

Other funds holding DLB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Avior Wealth Management's DLB Position: Q1 2025 in Review

Avior Wealth Management sold out of Dolby (DLB) in Q1 2025, closing a stake of 3 shares — an estimated $234 sold.

Avior Wealth Management first reported a position in DLB in Q2 2021 and held it in 5 quarters. The position peaked at $100K in Q1 2024. 419 funds tracked by Wall St. Rank hold DLB as of Q1 2025.

  • Avior Wealth Management reported no remaining Dolby position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 3 Dolby shares in Q1 2025, an estimated $234.
  • Avior Wealth Management first reported a position in Dolby in Q2 2021 and held it in 5 quarters.
  • Avior Wealth Management's Dolby position peaked at $100K in Q1 2024.
  • 419 funds tracked by Wall St. Rank held Dolby as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.